drjobs Home Equity Specialist

Home Equity Specialist

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1 Vacancy
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Job Location drjobs

Phoenix - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

About GoodLeap:
GoodLeap is a technology company delivering bestinclass financing and software products for sustainable solutions from solar panels and batteries to energyefficient HVAC heat pumps roofing windows and more. Over 1 million homeowners have benefited from our simple fast and frictionless technology that makes the adoption of these products more affordable accessible and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeaps proprietary AIpowered applications and developer tools to drive more transparent customer communication deeper business intelligence and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018.
GoodLeap is also proud to support our awardwinning nonprofit GivePower which is building and deploying lifesaving water and clean electricity systems changing the lives of more than 1.6 million people across Africa Asia and South America.

The Home Equity Specialist is responsible for originating highquality home equity line of credit (HELOC) loans by effectively communicating with customers gathering documentation evaluating applications and closing approved loans.

Essential Job Duties & Responsibilities:

    • Meet and exceed assigned loan production goals and targets; Maintain pipeline management reports and forecast future opportunities
    • Prospect for new HELOC customers through inbound call campaigns
    • Educate customers on HELOC products and eligibility requirements
    • Gather financial documents and process loan applications
    • Evaluate applications based on credit worthiness income verification asset valuation etc.
    • Present completed packages for underwriting approval
    • Coordinate closings with settlement agents and title companies
    • Ensure compliance with all applicable lending laws and regulations
    • Participate in continued education and training as required;
    • Perform other duties as assigned

Required Skills Knowledge & Abilities:

    • 2 years of experience as a loan officer preferably with HELOC expertise
    • Bachelors degree in finance business or related field preferred
    • Strong communication sales and relationship building skills
    • Proficiency with loan origination/processing software systems
    • Knowledge of lending guidelines laws and regulations
    • Ability to multitask and prioritize in a fastpaced environment
    • Detailoriented with strong documentation and problemsolving abilities


Job duties include additional responsibilities as assigned by ones supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities reassign or transfer job position or assign additional job responsibilities subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment perform the essential functions of the job or enjoy the benefits and privileges of employment as required by the law.


Required Experience:

Unclear Seniority

Employment Type

Full-Time

About Company

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